The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

The Commerce Department allows Nvidia to sell H20 AI chips to China despite security concerns, and experts are divided on the U.S. technological advantage.

NVIDIA's H20 AI GPUs are once again allowed to be sold in China following a reversal of restrictions by the Trump administration, and NVIDIA's CEO claims it wasn't he who changed the US President's mind.

The U.S. House Select Committee on China has expressed concerns about the Trump administration's decision to allow Nvidia ( NASDAQ: NVDA) to resume shipments of its H20 AI chips to China.

Nvidia chief executive Jensen Huang says China’s fast‑growing open‑source AI market is helping drive the worldwide boom in the technology and that his company

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.